Tax Manager | Bergen County, NJ | $125k to $150k + BonusAbout the FirmMy client is an award-winning, nationally recognized tax and wealth advisory firm based in Bergen County, NJ. They're growing and looking for a Tax Manager to join their accounting team of around 25 people. While the firm itself is boutique in size, its client base is firmly mid-market, giving you the close-knit feel of a smaller shop with the complexity and caliber of work you'd expect from a larger firm.The salary range for this position is $125,000 to $150,000, plus bonus and benefits, depending on experience. They're committed to a healthy, inclusive and productive work environment. The team works one day a week remotely, with flexible scheduling and early finishes on summer Fridays. Extra hours are expected during tax season (Feb to Apr).About the RoleThis is a hands-on leadership role. You'll own the tax engagement process from preparation through review, manage the workflow and staffing behind it, and look after mid-market client relationships directly. You'll also play a big part in developing the team, training new hires at all levels and mentoring staff as the firm continues to grow.Essential Duties / ResponsibilitiesManage the preparation and review of tax engagements, coordinating staffing and workflowPrepare and review high-level tax returns and quarterly/yearly tax projectionsManage the tax compliance and tax planning processManage client budgets and production goalsBuild new and existing client relationships with a strong understanding of each client's businessImprove processes by developing and implementing best practicesMaintain effective control procedures across all aspects of the tax processCreate and deliver training on tax programs and projects for new hires at all levelsMentor staff to greater levels of effectiveness and engagementDevelop in-house CPE trainings on relevant topics and industriesSupport special tax projects and help prepare proposals for new clientsPreferred Qualifications / Requirements5+ years of CPA firm experience, focused on tax preparationExperience working with mid-market clients, ideally from a mid-sized firmA.S./B.S. in AccountingMBA or Master's in Tax/Accounting a plusActive CPA licenseProficient in Lacerte, ProSystem fx Tax, QuickBooks and SageStrong MS Office skills, including VLOOKUPs and pivot tablesDesired CharacteristicsExcellent verbal and written communication skillsEntrepreneurial, "go getter" attitudeStrong analytical, critical thinking and research skillsAttention to detailStrong work ethicExceptional time managementAble to work independently or collaboratively

Trading Associate Trading & Portfolio Rebalancing | On-site - New Jersey The Firm A boutique wealth management / RIA firm with a team-based approach to trading. New clients are onboarded into a defined model and risk profile, with trades placed and rebalanced by a dedicated trading function that works closely with the firm's advisers. The Role This is a rare shot at owning trading and portfolio rebalancing for a firm that actually trusts its traders to run the show, not just execute orders in a back room with no say in anything.You'll be the person client accounts run through: placing trades and rebalancing portfolios against each client's model and risk level, with real ownership over how that gets doneForget the grind of a full-time, trading-only desk. Rebalancing can get busy, even daily at times, but it's not relentless, which means you've got real room to build out other skills and take on more as you grow into the roleLess time getting pulled into client meetings, more time doing the work you're actually good at. And if you eventually want a foot in the advisory side too, that door is openThis isn't a role that caps out. Traders here have grown into advisory work, marketing, and beyond. Where you take it is largely up to youTeam Structure You'll join a team-based trading function: one lead trader (who also supports marketing) works alongside several advisers who assist with trading. This role would sit alongside or under the lead trader. What We're Looking ForA genuine interest in trading, more important than a purely trading-only backgroundComfortable in a less client-facing, back-office focused role, with openness to a broader remit over timeExperience with Tamarac is a significant advantageExperience with Orion, Black Diamond or iRebal is also relevantCandidates ranging from newer entrants to the industry through to those with a couple of years' trading experience will be considered; compensation will reflect experience levelCompensation & Process Salary is expected in the $60,000 to $90,000 range depending on experience. The firm has indicated flexibility to be fair and competitive for the right candidate.

Role: Certified Public Accountant (CPA) Location: New JerseySchedule: Full time - On SiteOur client is a highly respected, award-winning investment and wealth advisory firm based in Bergen County, NJ, recognized as a top firm by AUM and ranked nationally for financial advisory services. We've been engaged to help them find a CPA focused on individual tax preparation to join their growing team.The RoleThis is a client-facing CPA position centered on 1040 client interviews and preparation, with room to grow into small business tax, estate planning, and financial advisory work. The successful candidate will meet directly with clients, prepare tax returns, and work alongside the firm's wealth advisors on estate planning matters. There's a clear path to expand into financial planning, with support for additional credentials such as the CFP.What You'll DoMeet with and prepare individual (1040) tax returns for existing clientsPrepare small business tax returns (1065s, some 1120s)Work on estate plans and estate tax returns, including NJ-ITR, 1041, 706Provide tax planning for clients throughout the yearSupport financial planning and client budgetingParticipate in retirement and estate planning meetingsSupport financial advisors with tax planningContribute to new business developmentWhat Our Client Is Looking ForCPA designation (or well progressed through the exams, e.g., multiple sections passed on first attempt)Roughly 1-5 years of experience, ideally someone earlier in their career who's interested in growing into an advisory roleHighly organized, efficient, and able to self-manageIn-office role, with availability for some evenings and Saturdays during client meetings and tax season (Feb-Apr)Lacerte tax software experience a plusExcellent verbal and written communication skillsStrong work ethic and a growth-oriented mindsetWhy This RoleOur client offers a collaborative, inclusive culture, competitive salary, and genuine long-term growth potential, including a path toward financial advisory work and additional credentials. The firm is expanding its office space to support continued team growth.